Plancorp Expands West with Regency Acquisition
Plancorp Wealth Management has acquired Regency Investment Advisors, Inc., strengthening its presence on the West Coast and adding approximately $1 billion in client assets under management.
The transaction brings 14 professionals from Regency’s Fresno, California office onto Plancorp’s platform and marks a strategic expansion into central California. Founded in 1993, Regency has built a reputation for its client-first approach and comprehensive financial planning services, which will now be fully integrated into Plancorp’s national operating model.
“After over 30 years as an independent firm, joining forces with Plancorp allows us to enhance our clients’ experience without changing our values,” said Tony Fazio. “We’re also excited for our team: our advisors and staff will collaborate closely with their St. Louis colleagues as one team.”
The integration will include alignment across brand, systems and operations, reflecting a broader trend among RIAs toward centralized platforms that support scalability and expanded service offerings.
“This partnership isn’t about getting bigger for its own sake; it’s about growing better together and building a trusted, national brand that stands for doing right by clients,” said Chris Kerckhoff.
Following the acquisition, Plancorp will oversee approximately $9.6 billion in total client assets and employ more than 100 professionals.